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| Provider | Service type | Compensation |
|---|---|---|
L M KOHN & COMPANY4+ years Filed as: KOHN & REZNICK LLC Service code 10 · EIN 22-1478099 | Accounting | $18,000 |
UNITED BANK, N.A.4+ years Service code 28 · EIN 54-1071198 | Investment Management | $14,256 |
Service code 28 · EIN 20-5426003 | Investment Management | $10,035 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 23-2384840 | Securities Custodian | $7,433 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $97,729-100.0% | $83,830-100.0% | $135,379-100.0% |
| Participation rate | 0.0% | 80.0%-80.0pp | 76.1%-76.1pp | 82.6%-82.6pp |
| Annual return | -55.55% | 1287.52%-1343.1pp | 850.97%-906.5pp | 519.79%-575.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |